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TrustWell Financial Advisors, LLC → ETHA

TrustWell Financial Advisors, LLC ETHA Position History

iShares Ethereum Trust ETF

Quarters held
20
Latest value
$511K
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$648K
Q4 2025$416K
Q4 2025$1.4M
Q4 2025$265K
Q4 2025$454K
Q1 2026$621K
Q1 2026$397K
Q1 2026$1.5M
Q1 2026$264K
Q1 2026$457K
Q2 2026$813K
Q2 2026$447K
Q2 2026$1.5M
Q2 2026$284K
Q2 2026$484K
Q3 2026$853K
Q3 2026$542K
Q3 2026$1.5M
Q3 2026$285K
Q3 2026$511K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$511K23.4K——
Q3 2026$285K1.2K——
Q3 2026$1.5M16.1K——
Q3 2026$542K708——
Q3 2026$853K5.1K——
Q2 2026$484K21.3K——
Q2 2026$284K1.2K——
Q2 2026$1.5M15.1K——
Q2 2026$447K597——
Q2 2026$813K4.9K——
Q1 2026$457K19.9K——
Q1 2026$264K1.2K——
Q1 2026$1.5M14.6K——
Q1 2026$397K608——
Q1 2026$621K4.4K——
Q4 2025$454K19.7K——
Q4 2025$265K1.2K——
Q4 2025$1.4M14.0K——
Q4 2025$416K608——
Q4 2025$648K4.4K——

Other funds holding ETHA

Other TrustWell Financial Advisors, LLC positions

FIS

FIDELITY MERRIMACK STR TR

$14.3M
FIS

FIDELITY MERRIMACK STR TR

$13.6M
FIS

FIDELITY MERRIMACK STR TR

$12.7M
PHYS

SPROTT ASSET MANAGEMENT LP

$11.7M
PHYS

SPROTT ASSET MANAGEMENT LP

$11.6M
FIS

FIDELITY MERRIMACK STR TR

$11.6M
CEF

SPROTT ASSET MANAGEMENT LP

$10.5M
PHYS

SPROTT ASSET MANAGEMENT LP

$10.3M